Lab workflow

Use Lab workflow settings to manage presets and preset groups at the organization level.

Lab workflow sections

Create and manage presets available across cases:

Create and manage preset groups:

Create preset groups by combining presets or uploading a configuration file
Manage preset groups by editing, hiding, unhiding, downloading, and migrating legacy groups

Select which preset group is automatically applied when no group is selected during case creation.

Presets

Create and manage filter-based presets for your organization.

Preset groups

Create, edit, hide, download, and migrate preset groups.

Default preset group

Choose the preset group applied when no group is selected during case creation.

Filtering panel

Overview of filters, presets, and how they support case review.

Presets tab

Use presets in the case review.

Last updated 9 days ago

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